See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,026 | $133,958-86.5% | $112,228-83.9% | $134,475-86.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -55.89% | 47.11%-103.0pp | 27.45%-83.3pp | 417.96%-473.8pp |
| Employer contribution / active EE | $952 | $4,038-76.4% | $3,635-73.8% | $4,740-79.9% |
| Participant deferral / active EE | $4,533 | $5,291-14.3% | $4,728-4.1% | $6,400-29.2% |
| Admin fee / account holder | $5,774 | $7,489-22.9% | $6,410-9.9% | $11,426-49.5% |